Tag: circle of competence | MOI Global

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October 26, 2023 J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process Read More

June 24, 2023 Sprouts: Attractive Grocery Business With Friendly Capital Allocation Read More

June 21, 2023 Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses Read More

February 23, 2023 Outperforming by Focusing on Good Businesses With Low Expectations Read More

January 16, 2023 ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood Read More

December 22, 2022 Will Thomson on Intelligent Investing in the Real Asset Ecosystem Read More

December 22, 2022 Christopher Tsai on Intelligent Investing in an Age of Disruption Read More

January 22, 2022 Aviation Finance: Interviews with the CEOs of AerCap, Air Lease, Others Read More

January 15, 2022 Dignity: Turning Around Under New Leadership, with Catalyst Read More

December 14, 2021 Savneet Singh and Scott Miller on Winning in Enterprise Softwaret Read More

November 2, 2021 Learning from Guy Spier: Path in Investing, Philosophy, Case Studies Read More

October 2, 2021 Quarterly Intelligent Cloning Report: The Autumn 2021 Edition Read More

August 27, 2021 William Knowles on Concentrated, Low-Turnover, Quality-First Investing Read More

July 18, 2021 Aswath Damodaran on His Book, The Dark Side of Valuation Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

July 8, 2021 ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth Read More

May 28, 2021 François Rochon on the Investment Philosophy of Giverny Capital Read More

May 27, 2021 A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management Read More

April 29, 2021 Connor Haley on Small-Cap Investing and Standing Up for Owner Rights Read More

January 22, 2021 Naked Wines: DTC Model Provides Superior Value Proposition Read More